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Overview

Job cards capture the work to be done for a customer’s vehicle, the selected services, and pricing.

Open Job Cards

View and manage job cards.

New Job Card

Create a new job card.

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List view

  • Actions: New Job Card
  • Search: Filter by customer, vehicle, model, or services
  • Columns: Customer, Vehicle, Model, Services
  • Empty state: Shows “No job cards” until you add your first record

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Create a job card

1

Start a new job

Open New Job Card.
2

Add customer and vehicle

Choose an existing customer and their vehicle.
Create the customer and vehicle first if they don’t exist.
3

Select services and review pricing

Pick services from your catalog. Review line items, duration, and totals.
4

Save the job card

Save to track progress or proceed to billing when ready.

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Billing from job cards

When a job is complete, generate an invoice from the job card using the available actions.
Invoices appear in Accounting › Invoices after generation.

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Troubleshooting

  • Service status: Ensure services are Active in the Services list.
  • Vehicle link: Add vehicles for the selected customer first.
Your job card is saved and ready to convert to an invoice.